TCI Wealth Advisors’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-714
| Closed | -$11K | – | 2669 |
|
|
2021
Q2 | $11K | Buy |
714
+201
| +39% | +$3.1K | ﹤0.01% | 918 |
|
|
2021
Q1 | $7K | Hold |
513
| – | – | ﹤0.01% | 1089 |
|
|
2020
Q4 | $4K | Hold |
513
| – | – | ﹤0.01% | 1023 |
|
|
2020
Q3 | $3K | Buy |
+513
| New | +$3K | ﹤0.01% | 1038 |
|
|
2020
Q1 | – | Sell |
-62
| Closed | -$1K | – | 1846 |
|
|
2019
Q4 | $1K | Hold |
62
| – | – | ﹤0.01% | 1491 |
|
|
2019
Q3 | $1K | Sell |
62
-146
| -70% | -$2.36K | ﹤0.01% | 1446 |
|
|
2019
Q2 | $3K | Buy |
208
+140
| +206% | +$2.02K | ﹤0.01% | 948 |
|
|
2019
Q1 | $1K | Hold |
68
| – | – | ﹤0.01% | 1358 |
|
|
2018
Q4 | $1K | Hold |
68
| – | – | ﹤0.01% | 1366 |
|
|
2018
Q3 | $1K | Hold |
68
| – | – | ﹤0.01% | 1394 |
|
|
2018
Q2 | $1K | Hold |
68
| – | – | ﹤0.01% | 1443 |
|
|
2018
Q1 | $1K | Hold |
68
| – | – | ﹤0.01% | 1284 |
|
|
2017
Q4 | $1K | Hold |
68
| – | – | ﹤0.01% | 1316 |
|
|
2017
Q3 | $1K | Hold |
68
| – | – | ﹤0.01% | 1251 |
|
|
2017
Q2 | $1K | Hold |
68
| – | – | ﹤0.01% | 1274 |
|
|
2017
Q1 | $1K | Hold |
68
| – | – | ﹤0.01% | 1221 |
|
|
2016
Q4 | $1K | Hold |
68
| – | – | ﹤0.01% | 1289 |
|
|
2016
Q3 | $1K | Hold |
68
| – | – | ﹤0.01% | 1276 |
|
|
2016
Q2 | $1K | Buy |
68
+6
| +10% | +$88 | ﹤0.01% | 1208 |
|
|
2016
Q1 | $1K | Buy |
+62
| New | +$1K | ﹤0.01% | 1212 |
|
|
2014
Q1 | – | Sell |
-25
| Closed | -$1K | – | 922 |
|
|
2013
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 818 |
|
|
2013
Q3 | $0 | Buy |
+25
| New | – | ﹤0.01% | 847 |
|